As discussed, missed in commentary here including mine, were mining service stocks. Big paper profits in most of these from the lows. http://forums.silverstackers.com/topic-76376-resource-service-companies.html Is this another one missed? Industrial metals, bulks, even soft commodities? Met coal? Iron ore? Zinc spot looks to be at 5 year highs from a 5 year low all in this year! Maybe now nickel? Check out chart of nickel producer Independence Group (IGO). Anecdotally I've heard Australian farmers are doing well from export meat prices, god bless them. Take a producer of coal in S32. The stock of this company is up 150% year to date! It alway happens when you're looking the other way. http://www.fool.com.au/2016/11/08/the-iron-ore-price-is-soaring/